Notes:

 

Figure 607 COI > Update Master Disclosure > Notes sub-section entry detail

 

To create a note, enter a Note Topic, this is a required field.

Write the note in the Note Text field provided.

If the note pertains to one of your listed projects, you may select it from the drop-down list in the Project column.

If the note pertains to one of your active financial entities, you may select it from the drop-down list in the Financial Entity column.

The Restricted column is only active for the COI Administrator and Reviewers.

Click the Add button in the Action column to save this note entry.

Figure 608 > Update Master Disclosure > Notes section with a maintained note.

 

Once added, the note will appear in the subsection. You can edit the note topic and text by clicking the edit button. Or you can delete the note by clicking the delete key.